Service Packages

DWG CPA PLLC provides flexible, monthly service levels that scale with your organization’s stage and complexity. Our delivery model is virtual-first across Texas with on-site sessions available when helpful. We operate to three critical success factors—Timeliness, Responsiveness, and Accuracy—so leaders can make confident decisions with clean, decision-ready financials and proactive tax planning.

$ 422

/ Month

Best Fit - Early-stage businesses that need annual reporting, basic compliance, and light advisory support.
Includes:
Annual financial statements
Quarterly period-end close
Semi-annual financial review meetings
Business tax return preparation
Review of client-prepared tax reports and budgets
Online support (1 hour/month)
Tax Planning and Projections
Optional : Prior period clean-up, Preparation of sales tax reports, payroll tax reports, county property tax renditions and audit representation.

$ 653

/ Month

Best Fit - Growing companies requiring monthly insights, better cash flow control, and stronger tax strategies.
Everything in Startup, plus:
Monthly period-end close
Quarterly financial review meetings
Proactive tax planning and projections
Online support (4 hours/month)
Preparation of sales tax reports
Payroll tax reports
County property tax renditions
Audit representation
Optional: Payroll management services

$ 884

/ Month

Best Fit - Established businesses seeking fully integrated financial oversight, strategic tax planning, and ongoing advisory support.
Everything in Growth, plus:
Current-year prior period clean-up included
Monthly financial statements with in-depth analysis
Monthly financial review meetings (more strategic focus)
Unlimited online support
Company-wide KPI tracking
Optional : Accounts payable / receivable services, Budget process management, 1099 contract management, and Cash Flow Management

$ 2,500+

/ Month (scoped)

Best Fit - Leadership teams that want a strategic finance partner.
Everything in Enterprise, plus:
Fractional CFO leadership and finance meetings
Scenario planning, pricing models, and growth roadmaps
Banking/vendor relationships and cash stewardship
Board/leadership reporting and metrics
Standing leadership/board finance cadence as scoped
Monthly/quarterly strategy sessions

Add-Ons (available with any plan)

✓Payroll coordination and filings
✓Sales/use tax filings
✓Historical cleanup projects
✓Entity selection and setup guidance
✓Year-round support for tax notices and IRS correspondence

Audit/Review Coordination (Value-Added, No Assurance)

DWG CPA PLLC does not perform financial statement audits or reviews. However, we provide value-added support to help clients manage external audits or reviews performed by independent CPA firms. Our role is project management and preparation support—not assurance.

✓Liaise with your external auditor/reviewer and coordinate PBC (Prepared-By-Client) requests
✓Assemble supporting schedules, tie-outs, and documentation from your accounting system
✓Remediate bookkeeping issues uncovered during the engagement (e.g., reclasses, reconciliations)
✓Track open items, manage timelines, and facilitate information flow
✓Advise on process improvements and policy documentation
✓Coordinate with third parties (banks, attorneys, payroll, etc.) for confirmations and support

Boundaries & disclaimers:

We do not express an audit, review, or compilation opinion, nor provide assurance.

We do not make management decisions; all approvals remain with client management.

Independence/attest standards for the external CPA firm remain their responsibility.

Pricing & Scope Assumptions

✓Published prices are starting points. Final fees are scoped based on transaction volume, number of bank/credit accounts, payroll headcount, connected systems, multi-entity or class/fund structure, and special reporting requirements. We confirm scope and pricing after a brief discovery call and may recommend add-ons for specialized needs.

Onboarding Milestones (Typical 2–4 Weeks)

Week 0–1: Discovery call, PBC checklist, access, data intake
Week 1–2: Historical review, cleanup plan (if needed), close calendar set
Week 2–3: First close under DWG process; KPI snapshot (Growth+); tax planning checkpoints scheduled
Week 3–4: Reporting cadence confirmed; add-ons/CFO scope finalized

Communication & Responsiveness

Primary channel: secure client portal & email; meetings via Teams or in-person

Response time targets set at kickoff; urgent items flagged via portal/email subject

Close/delivery timelines established during onboarding

Technology & Security

✓Secure document exchange via client portal
✓Cloud accounting & approved integrations (least-privilege access)
✓Periodic access reviews and removal upon role change/offboarding

Scope Changes & Out-of-Scope Items

✓Material increases in transaction volume/entities may require a tier adjustment
✓One-time projects (cleanup, migrations) quoted separately
✓Attest services (audits/reviews) excluded; coordination available with independent firms as noted

Billing & Terms (Summary)

✓Monthly subscription billed in advance; custom CFO billed per agreed schedule
✓Add-ons and one-time projects billed as scoped
✓Engagement governed by DWG CPA PLLC terms in the signed engagement letter

Ready to partner with a team that gets you?

If you’re building something important and need a trusted financial partner to grow with you – we’d love to hear from you.

Schedule a Free Consultation

Service Packages

Startup

Growth

Enterprise

CFO (Custom)

Add-Ons (available with any plan)

Audit/Review Coordination (Value-Added, No Assurance)

Pricing & Scope Assumptions

Onboarding Milestones (Typical 2–4 Weeks)

Communication & Responsiveness

Technology & Security

Scope Changes & Out-of-Scope Items

Billing & Terms (Summary)

Ready to partner with a team that gets you?

Services

Tax Hub

Location

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